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SUPPLIER SUPPORT SERVICES

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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

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What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

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Accepting Early Payments

5 Articles

Accepting offers to get paid early on your invoices is easy! This section will cover topics related to accepting early payment offers in your Taulia account.

Requesting Early Payments

5 Articles

You have full control on choosing which invoice you want to be paid early on. This section will cover topics related to requesting early payment at the time of invoice submission.

Automating Early Payments - Cashflow™

5 Articles

Increase your company's cash flow by enabling Cashflow™.This section covers topics around Taulia's Cashflow™ feature.

Early Payment Status & Details

4 Articles

Taulia's early payment feature provides an easy and seamless experience. This section will covers topics around early payment request statuses.

Using Cash Planner

1 Articles

Cash Planner is an easy to use tool that can quickly calculate which invoices can be accelerated to receive a desired amount. This section covers topics around Taulia's Cash Planner feature.

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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. I tried to reset my password but I am not receiving the password reset email.: 000006478

Follow these instructions if you tried to reset your password but did not receive the email notification with the reset instructions.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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